异动解读|南方两倍做多三星电子盘中上涨9.7%,谷歌拟选定三星代工下一代TPU芯片持续提振

行情直击
Jun 15

6月15日,南方两倍做多三星电子盘中上涨9.7%,报180.45港元,成交额2.95亿港元。该产品为三星电子每日两倍杠杆ETF,标的三星电子延续强势表现。

消息面上,谷歌正与三星电子洽谈,计划由三星以2纳米制程代工其第十代TPU(代号"冰鱼")的内存输入输出裸片,核心计算引擎仍由台积电以1.4纳米工艺生产。此举标志着三星有望首次切入谷歌TPU制造环节,为其晶圆代工业务带来重大突破。该芯片最早计划于2028年量产,目前谷歌正与联发科联合设计。在台积电先进产能持续紧张背景下,谷歌寻求供应链多元化,三星此前已斩获特斯拉165亿美元订单,代工业务接连获得重量级客户认可。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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